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iShares Core Dividend ETF

155 hedge funds and large institutions have $706M invested in iShares Core Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more call options, than puts

Call options by funds: $179K | Put options by funds: $47K

67% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 42

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

5% more funds holding

Funds holding: 148155 (+7)

7.52% less ownership

Funds ownership: 63.47%55.95% (-7.5%)

13% less capital invested

Capital invested by funds: $808M → $706M (-$103M)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
1.91%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
25
Increased
70
Reduced
42
Closed
16
Calls
$179K
Puts
$47K
Net Calls
+$132K
Net Calls Change
-$51K
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
26
Money Concepts Capital
Florida
$5.14M -$49K -892 -0.9%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$5.09M +$3.91M +71,268 +308%
BSTWA
28
Blake Schutter Theil Wealth Advisors
Ohio
$4.39M +$88K +1,603 +2%
TFG
29
Taylor Financial Group
Virginia
$4.15M +$150K +2,725 +4%
GVAG
30
Great Valley Advisor Group
Delaware
$3.83M +$2.36M +42,887 +152%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.63M +$254K +4,618 +7%
FHA
32
Flagship Harbor Advisors
Massachusetts
$3.57M +$732K +13,323 +25%
Osaic Holdings
33
Osaic Holdings
Arizona
$3.56M +$1.31M +23,886 +57%
Raymond James Financial
34
Raymond James Financial
Florida
$3.51M +$698K +12,705 +24%
IFG
35
Independent Financial Group
California
$3.48M +$151K +2,751 +4%
Mariner
36
Mariner
Kansas
$3.45M +$79.7K +1,452 +2%
PRI
37
Prepared Retirement Institute
Pennsylvania
$3.27M +$348K +6,337 +12%
ATC
38
Argent Trust Co
Tennessee
$2.99M
SA
39
Sanctuary Advisors
Indiana
$2.69M -$75K -1,366 -3%
IWM
40
IHT Wealth Management
Illinois
$2.56M -$12.1K -220 -0.5%
LFG
41
Larson Financial Group
Missouri
$2.55M +$141K +2,561 +6%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$2.39M -$501K -9,116 -17%
GGS
43
Galvin Gaustad & Stein
Arizona
$2.13M +$10.3K +188 +0.5%
PAS
44
PKS Advisory Services
New York
$2.13M +$2.17M +39,551 New
NB
45
Nicolet Bankshares
Wisconsin
$2.03M +$2.06M +37,565 New
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.82M -$209K -3,813 -10%
KWM
47
Kingsview Wealth Management
Oregon
$1.79M -$68.4K -1,245 -4%
IF
48
IRON Financial
Illinois
$1.74M +$8.95K +163 +0.5%
PBO
49
Peoples Bank (Ohio)
Ohio
$1.71M +$52.7K +959 +3%
WWM
50
Western Wealth Management
Colorado
$1.67M +$48.2K +878 +3%

DIVB Hedge Fund Activity: Q1 2026 in Review

155 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q1 2026, worth a combined $706M — down 13% from $808M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DIVB positions and 16 closed out — a net gain of 9 holders — while 70 added to existing stakes and 42 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $11.5M. The largest seller was Paradiem, cutting an estimated $53.1M.

  • 155 institutional investors held iShares Core Dividend ETF (DIVB) as of Q1 2026, up from 148 in Q4 2025.
  • Funds reported $706M of iShares Core Dividend ETF stock for Q1 2026, down 13% quarter-over-quarter.
  • 25 funds opened new iShares Core Dividend ETF positions in Q1 2026 and 16 closed out, a net change of +9 holders.
  • The largest iShares Core Dividend ETF buyer in Q1 2026 was Kestra Advisory Services, an estimated $11.5M added.
  • The largest iShares Core Dividend ETF seller in Q1 2026 was Paradiem, an estimated $53.1M sold.

Based on aggregated 13F filings for Q1 2026.